helping you build a better bottom line
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
CEO Roundtable – Managing Change, Biggest Challenges and the Road Ahead Thursday, November 20, 2014 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742 TO BE DISCUSSED: Three local construction CEOs share their insights about managing change, their biggest
FEATURED PANELISTS:
challenges and what they see in the road ahead for the industry. The topics of discussion are geared towards Owners, CFMs and other Key Managers including rising stars.
Larry Booth President
David R. Moore President
Dan Carlton President
MODERATOR Doug Esposito
Frank M. Booth, Inc. www.frankbooth.com
• Succession – opportunities and challenges
Rex Moore Electrical Contractors and Engineers, Inc. www.rexmoore.com
• Leadership – biggest challenges and lessons learned • Culture – defining the right culture, leading cultural change and maintaining culture • Prefab / BIM – where it is at currently and how it is changing the industry • Financial Management – integration with other business processes and wish list for the future
Mark III Construction, Inc. www.mark-three.com
• The Road Ahead – most exciting / most concerning
Energy & Construction Practice Leader Owen Dunn Insurance Services www.owendunn.com
Prepare your specific questions as there will be time for Q&A.
LUNCH WILL BE SERVED:
Chicken Marsala
Served with polenta, kale, mushroom and marsala jus.
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
$ 60 $ 70
Cancellation/Refund Policy: Cancellations/Refunds must be communicated to us via email or phone call 1-week prior to the event. You may send a substitute to take your place if your cancellation request has not been received in time. “No Shows” will be billed if a cancellation request is not received in time.
Visit us on online http://cafe.cfma.org/SacramentoCA
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
Questions or cancellations? Please contact Erin Stacher: (P): (916) 912-4200 x 723 • (F): (916) 244-0413 (E): [email protected]
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
MEMBERSHIP IS APPROPRIATE FOR: General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
PROGRAM COMMITTEE: Frank Di Lorenzo Viewpoint Construction Software P: (503) 333-4472 E: [email protected] David Brown | D. Brown Management Doug Esposito | Owen Dunn Insurance
UPCOMING EVENTS: Construction Law Update Thursday, January 15, (12:00 PM)
Economic Forecast Thursday, February 19, (12:00 PM)
Captive Insurance Program Overview Thursday, March 19, (12:00 PM)
Sucession Planning for Contractors Thursday, April 23, (12:00 PM)
WIP Processes & Analysis Thursday, May 21, (12:00 PM)
Visit us on online http://cafe.cfma.org/SacramentoCA
CEO Roundtable – Managing Change, Biggest Challenges and the Road Ahead Thursday, November 20, 2014 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742 TO BE DISCUSSED: Three local construction CEOs share their insights about managing change, their biggest
FEATURED PANELISTS:
challenges and what they see in the road ahead for the industry. The topics of discussion are geared towards Owners, CFMs and other Key Managers including rising stars.
Larry Booth President
David R. Moore President
Dan Carlton President
MODERATOR Doug Esposito
Frank M. Booth, Inc. www.frankbooth.com
• Succession – opportunities and challenges
Rex Moore Electrical Contractors and Engineers, Inc. www.rexmoore.com
• Leadership – biggest challenges and lessons learned • Culture – defining the right culture, leading cultural change and maintaining culture • Prefab / BIM – where it is at currently and how it is changing the industry • Financial Management – integration with other business processes and wish list for the future
Mark III Construction, Inc. www.mark-three.com
• The Road Ahead – most exciting / most concerning
Energy & Construction Practice Leader Owen Dunn Insurance Services www.owendunn.com
Prepare your specific questions as there will be time for Q&A.
LUNCH WILL BE SERVED:
Chicken Marsala
Served with polenta, kale, mushroom and marsala jus.
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
$ 60 $ 70
Cancellation/Refund Policy: Cancellations/Refunds must be communicated to us via email or phone call 1-week prior to the event. You may send a substitute to take your place if your cancellation request has not been received in time. “No Shows” will be billed if a cancellation request is not received in time.
Visit us on online http://cafe.cfma.org/SacramentoCA
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
Questions or cancellations? Please contact Erin Stacher: (P): (916) 912-4200 x 723 • (F): (916) 244-0413 (E): [email protected]
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
MEMBERSHIP IS APPROPRIATE FOR: General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
PROGRAM COMMITTEE: Frank Di Lorenzo Viewpoint Construction Software P: (503) 333-4472 E: [email protected] David Brown | D. Brown Management Doug Esposito | Owen Dunn Insurance
UPCOMING EVENTS: Construction Law Update Thursday, January 15, (12:00 PM)
Economic Forecast Thursday, February 19, (12:00 PM)
Captive Insurance Program Overview Thursday, March 19, (12:00 PM)
Sucession Planning for Contractors Thursday, April 23, (12:00 PM)
WIP Processes & Analysis Thursday, May 21, (12:00 PM)
Visit us on online http://cafe.cfma.org/SacramentoCA
